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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,181 | $106,524+44.7% | $152,301+1.2% | $87,485+76.2% |
| Participation rate | 38.0% | 75.8%-37.8pp | 82.4%-44.4pp | 68.9%-30.9pp |
| Annual return | 13.61% | 26.89%-13.3pp | 80.50%-66.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $566 | $3,371-83.2% | $4,624-87.8% | $2,596-78.2% |
| Participant deferral / active EE | $5,984 | $6,525-8.3% | $8,004-25.2% | $4,274+40.0% |
| Admin fee / account holder | $16,897 | $8,287+103.9% | $14,398+17.4% | $7,775+117.3% |